See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,406 | $89,355-70.4% | $141,162-81.3% | $72,985-63.8% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 23.23% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $2,537 | $3,114-18.6% | $4,735-46.4% | $2,440+4.0% |
| Participant deferral / active EE | $4,677 | $5,418-13.7% | $6,709-30.3% | $3,607+29.7% |
| Admin fee / account holder | $1,279 | $5,958-78.5% | $10,261-87.5% | $5,124-75.0% |